Avior Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Avior Wealth Management’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.45M	Sell	12,348 -20	-0.2%	-$2.33K	0.04%	296
2026 Q1	$1.35M	Sell	12,368 -65	-0.5%	-$7.6K	0.04%	301
2025 Q4	$1.48M	Sell	12,433 -2,943	-19%	-$349K	0.05%	242
2025 Q3	$1.84M	Sell	15,376 -1,796	-10%	-$206K	0.06%	205
2025 Q2	$1.87M	Buy	17,172 +1,570	+10%	+$161K	0.06%	189
2025 Q1	$1.54M	Sell	15,602 -1,176	-7%	-$128K	0.06%	205
2024 Q4	$1.88M	Sell	16,778 -298	-2%	-$31.9K	0.07%	182
2024 Q3	$1.71M	Buy	17,076 +548	+3%	+$51.2K	0.07%	185
2024 Q2	$1.51M	Sell	16,528 -912	-5%	-$81K	0.06%	199
2024 Q1	$1.6M	Buy	17,440 +15,166	+667%	+$1.35M	0.07%	192
2023 Q4	$203K	Buy	2,274 +2	+0.1%	+$166	0.01%	515
2023 Q3	$183K	Sell	2,272 -14	-0.6%	-$1.18K	0.01%	542
2023 Q2	$194K	Buy	2,286 +2	+0.1%	+$153	0.01%	528
2023 Q1	$171K	Buy	2,284 +216	+10%	+$15.5K	0.01%	549
2022 Q4	$134K	Sell	2,068 -1,194	-37%	-$83.3K	0.01%	508
2022 Q3	$232K	Sell	3,262 -202	-6%	-$15.8K	0.02%	432
2022 Q2	$238K	Sell	3,464 -726	-17%	-$57.2K	0.02%	395
2022 Q1	$387K	Sell	4,190 -788	-16%	-$72.2K	0.03%	347
2021 Q4	$508K	Buy	4,978 +20	+0.4%	+$1.99K	0.04%	327
2021 Q3	$444K	Sell	4,958 -8,840	-64%	-$803K	0.04%	334
2021 Q2	$1.23M	Sell	13,798 -2,734	-17%	-$238K	0.12%	146
2021 Q1	$1.39M	Buy	16,532 +14,778	+843%	+$1.23M	0.15%	135
2020 Q4	$141K	Sell	1,754 -808	-32%	-$62.3K	0.02%	407
2020 Q3	$188K	Hold	2,562	–	–	0.03%	382
2020 Q2	$163K	Buy	2,562 +320	+14%	+$18.9K	0.03%	393
2020 Q1	$109K	Sell	2,242 -1,516	-40%	-$89.5K	0.02%	408
2019 Q4	$235K	Buy	+3,758	New	+$229K	0.04%	357

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avior Wealth Management's XLY Position: Q2 2026 in Review

Avior Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.16% in Q2 2026, selling an estimated $2.33K and leaving 12,348 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #296.

Avior Wealth Management first reported a position in XLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.88M in Q4 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Avior Wealth Management held 12,348 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.45M as of Q2 2026.
Avior Wealth Management sold 20 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $2.33K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Avior Wealth Management's portfolio in Q2 2026, its #296 holding.
Avior Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Avior Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.88M in Q4 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.